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Longevity & Aging Population

Populations across most developed markets are ageing, which steadily raises demand for care, mobility, and treatment of age related disease. It is one of the few themes whose demand is already fixed by demographics.

60 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1976
ONST
Old North State Trust
North Carolina
$85K $0 2 0.05% Maintained
1977
TC
Trust Company
Kansas
$85K $0 2 0.07% Maintained
1978
JC
JBF Capital
Colorado
$84K $0 1 0.01% Maintained
1979
MCA
Mercer Capital Advisers
New Jersey
$82K $0 1 0.05% Maintained
1980
FP
Financial Perspectives
Minnesota
$78.1K +$78.6K 3 0.05% New
1981
IAS
IMA Advisory Services
Colorado
$76K $0 2 0.03% Maintained
1982
GG
Gleason Group
Kentucky
$75K +$76.2K 2 0.04% New
1983
ATC
Adirondack Trust Company
New York
$74K $0 1 0.05% Maintained
1984
DI
Disciplined Investments
Oklahoma
$74K +$66.6K 3 0.06% New
1985
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$71K +$14K 3 0.03% Increased
1986
FPB
First PREMIER Bank
South Dakota
$67K $0 2 0.03% Maintained
1987
FRA
Front Row Advisors
California
$67K +$2.06K 8 0.04% Increased
1988
IRAG
Investment Research & Advisory Group
Georgia
$67K +$66.7K 2 0.06% New
1989
LPWM
Lake Point Wealth Management
Texas
$63K +$68.6K 4 0.02% New
1990
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$63K +$36.6K 1 0.01% Increased
1991
CCA
Column Capital Advisors
Indiana
$61K +$57.9K 4 0.03% New
1992
TWP
TFO Wealth Partners
Ohio
$61K +$64.1K 1 0.06% New
1993
LM
Legg Mason
Maryland
$60K $0 1 4.47% Maintained
1994
RMAM
Raab & Moskowitz Asset Management
New Jersey
$59K +$59.9K 3 0.02% New
1995
APWM
Atlas Private Wealth Management
New York
$58K +$57.6K 3 0.04% New
1996
TL
TrueWealth LLC
Georgia
$56K +$7.65K 6 0.02% Increased
1997
JGIA
Jackson Grant Investment Advisers
Connecticut
$55K $0 1 0.03% Maintained
1998
TFA
Toth Financial Advisory
Virginia
$55K +$803 2 0.01% Increased
1999
WAS
Winch Advisory Services
Wisconsin
$55K +$342 2 0.03% Increased
2000
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$54K -$6K 3 0.01% Reduced